Markets
Stocks in Action USA: Frequency Electronics, Oracle, RH
Space and Defense Boom Grants Frequency Electronics (FEIM) Record Revenue and Full Order Backlog! Frequency...
SpaceX: I am a Shareholder - the new AI Deal Confirms My Thesis, but the Biggest Opportunity Lies in Data Centers in Space
My bullish assessment of SpaceX (i) is clearly supported by the recent statements from management. The...
SpaceX: Data centers in space could be as cheap as those on Earth by 2027
SpaceX (i) is controversially discussed due to its high valuation and aggressive growth targets set by...
Jensen Huang Calls Cybersecurity the Next Major AI Market - CrowdStrike Expected to Benefit
In the US model portfolio, we have taken a position in Okta because the demand for cybersecurity solutions...
Alibaba: Billion-Dollar Returns in the Semiconductor Sector and the New AI Bet on UniPat AI
Cloud growth: AI-related services see a revenue increase of 45%. Successful IPO: The CXMT investment...
RH: Customs refunds and flagship stores in the world's metropolises boost quarterly results
In Q2 2026, revenue increased by 2.6% to USD 922.15 million. Customs refunds amounting to approximately...
Adobe Reports Record Quarter, but Weak Outlook Fuels Concerns About AI Competition!
Adobe reports a record quarter with over one billion monthly users and raises its annual forecast. However,...
Microsoft: 26 GW of additional computing power by 2032 - the company builds for the next AI wave
According to Bloomberg, Microsoft plans to expand its global data center capacity from approximately...
Stocks in Action: GEA Group, Flatex, Safran, Ionos and Fraport
Stock 1.) GEA Group - Equipment manufacturer continues to benefit from lagging effects, Barclays raises...
RH – a bold brand extension that could elevate the luxury furniture retailer to a significantly larger playing field!
For me, the new collection "RH Estates" is the real story behind the recent numbers. If CEO Gary Friedman...
Oracle: $30 Billion in New AI Contracts - Demand Exceeds Supply
OCI grows by 121% to $7.4 billion, the GPU fleet is 97.9% utilized, and Oracle closed more than $30...
Adobe: Over One Billion Monthly Active Users, Subscription Growth, and Cautious Market Reactions
On September 10, Adobe (ADBE) (i.) released its report for the 3rd quarter after market hours. Driven...
Quantum Bet 2026: Now Networks and Capital Matter – No More Records!
For years, the quantum industry has been told through a single number: that of qubits. The first week...
NVIDIA: Jensen explains why the gigantic AI capex doesn't have to be madness
Jensen Huang calculates: A 1 GW AI data center today contains around 60 billion USD of NVIDIA hardware,...
Sika AG: M&A Activities Lay the Foundation for Future Growth!
The construction chemicals company Sika AG (i.) currently makes an interesting impression. While the...
Analog Devices: NVIDIA Provides the Brain - This Stock Provides the Nervous System of Robots
For me, Analog Devices (ADI) is developing into one of the most exciting undervalued beneficiaries of...
Applied Materials: Buying Opportunity after the 35% Price Drop? New Factories Require Four Times as Much Equipment!
US technology stocks are in a consolidation phase. AI stocks have significantly retraced from their 52-week...
Elevance Health: Between Carelon Growth and Margin Pressure – The True Strategy Behind the New Goals
Confirmed EPS target for 2026 of at least $27.00 (adjusted) despite high special effects. Significant...
Stocks in Action USA: Xanadu, AeroVironment and Rackspace Technology.
Xanadu and AMD – New Open Platform to Connect Quantum and Classical Computers with Microsecond Latency!...
Okta: From AI Agents to a Real Cybersecurity Market – Major Clients are Ready to buy
On Friday, we strengthened our positioning in beneficiaries of the AI era, which are emerging beyond...
Xanadu and AMD Launch Open Platform "Backline" for Coupling Quantum and Classical Computers!
The quantum computer specialist Xanadu and the chip company AMD are launching an open software called...
AeroVironment: Drone Specialist Benefits from $1.5 Billion Order Backlog Amid Global Arms Boom!
Q1 revenue increased by 6% with improved gross margin. The reported net loss is non-operational and...
AeroVironment: From Switchblade Success to the Next $500 Million Story
AeroVironment (AVAV) remains my favorite among defense growth stocks. CEO Wahid Nawabi stated that in...